How do I process a Year to Date Take On via the Bulk Actions screen?
This feature is available on all PaySpace editions.
Year To Date figures can be processed on each individual's employee record or via the Bulk Actions screen.
Navigate > Bulk Actions
Download an empty template and complete the template, the template needs to be completed per line item for each component per employee and upload the MS Excel template sheet.
Related Articles
How do I process Year to Date Take On figures on employee level?
This feature is available on all PaySpace editions. Year To Date figures can be processed on each individual employee record or via the Bulk Actions screen. Navigate > Employee > Payroll Processing > Year To Date Figures Expand a payslip action to ...Payroll Processing | The YTD Take On Screen
Overview Where a new company is registered on the system during the tax year, you have the option to process year-to-date figures on an employee’s YTD Take On Screen. If this is not done before the first Open Run is processed, you will have to ...Can lumpsum directives be processed through a Year to Date Take On?
This applies to all PaySpace editions. No. Lumpsum directives can not be processed through a Year to date Take on run on an employee's Take on Year To Date Figures screen. A Lumpsum directive needs to be processed on the Edit Payslip screen. Navigate ...When should a Year-to-Date (YTD) take-on be processed?
This feature is available on all PaySpace editions A Year-to-Date (YTD) take-on is typically processed when transitioning from one system to another during a tax year. In South Africa, this is crucial for ensuring compliance with the South African ...On / Off Boarding | On Boarding New Employees Using the Bulk Actions Screen
About Besides on boarding new employees individually, you can upload employees using the Bulk Actions Screen. Where a frequency is added, or a new company is registered during the tax year, the system will automatically create an Interim Run to ...